Potential big ones in next few years

eBay kpcalm
May 2 457 Comments

Which tech startups are worth joining now which could turn big in next few years

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TOP 457 Comments
  • SpaceX ________
    Juicero
    May 27
  • Northrop Grumman HowCouldYu
    None. Google is going to wipe out human civilization as we know it
    May 27
    • Amazon / Admin❤Ilotr
      Using robot controlled Northrop Gumman war machines?
      May 2
    • Microsoft Hyad70
      Should we nationalize Google AI for the DoD? Helps make great weaponry.
      May 2
    • Amazon broke&dumb
      Amazon* is going to wipe out all of them.
      May 2
    • Facebook / Engrgahdk123
      More like Google will explode and take the whole industry with them :)
      May 2
    • Oracle / Engyoyl
      We need a US AI force similar to space force
      May 2
    • Google compquest
      Look who is saying.
      May 2
    • Facebook
      B13captain

      Facebook

      BIO
      New grad with 10yoe
      B13captainmore
      This is the only correct answer. I follow Elon Musk on twitter and according to him the robots will take over soon
      May 2
  • Apple Qpromo
    Cute
    May 20
  • Panasonic Avionics / Sales
    Vaseline

    Panasonic AvionicsSales

    BIO
    I do sales. I sell stuff. It’s what I do.
    Vaselinemore
    I’ve heard like flexport but it seems just a glorified google sheets business and most of it is still email and phone calls
    May 214
    • WeWork sad
      It’s an industry no-one wants to be in and literally trillions of $$$ is in said industry. Definitely a good idea
      May 2
    • Flexport FLEXYY
      Haha if you think we’re a glorified Google sheets you have done nooooo research 😂
      May 2
    • Flexport FLEXYY
      Can’t speak for engineering, but the entire Org is extremely talented and everyone is really engaged in their work. The industry is ripe for disruption, and we can’t hire enough to keep up with the demand.

      Currently, 12% of global GDP is spent on logistics and freight forwarding and the maker is extremely fragmented. The largest leader in this industry only has ~2% of the market share.
      May 2
    • Snapchat lullerina
      The business is good, but what’s the equity comp like? And aren’t you guys already a unicorn?

      Can confirm good things about the people
      May 2
    • Google Yjtf03
      The problem with Flexport is that there aren't enough containers being transported in the World to justify its valuation. The margins are already razor thin.
      May 3
    • LinkedIn ytrisback
      That’s what they said about retail and amazon...
      May 3
    • Google uzaname
      That's not what they said about Amazon. Here you have actual physical limitations on number of boxes that exist and are moved around.
      May 3
    • Flexport FLEXYY
      “Aren’t enough containers”? That’s like saying Apple is screwed since there aren’t enough people in the world
      May 3
    • New dqbp60
      GRC space disruptors
      May 3
    • Google uzaname
      No flexyy. There are ~300m seaborne container trips a year at ~$2500 average price in an industry that is not covering its WACC. You have huge capex, and comoditized product with margins on the each step of value chain being razor thin at best. As an intermediary your max reach is probably 20% of the price of max 50% of the market (rest is sourced through liners directly). Your profitability at best would be 10% as you complete with 20+ others. With EBIT multiplier at around 8, it gives your market a total valuation of 64b and very slow expected growth (due to economic slowdown and decreasing GDP/trade multiplier). Flexport valuation is at 5% of that. You still have a long way to reach this market share. And you don't have relationships with customers that liners, FFs and 4PLs have.
      May 4
  • Amazon bezosus
    Pornhub. They’ll make it big. Real big. Investments in VR and a rather diversified portfolio.
    May 210
    • Expedia yolololo
      They’re coming up quickly. Erecting large infrastructure in order to pound the huge TAM they have
      May 2
    • Amazon bezosus
      The tech scale problems they deal with are unparalleled, even Netflix can’t beat.
      May 2
    • Dropbox richardHx
      The only problem is it’s hard to tell your daughter and her friends where you work at
      May 2
    • Twitch / MktgPoor_AF
      Pornhub is basically YouTube. My sense is that They suffer from the same business challenges, in that it is difficult to monetize the business outside of ads, and once you expand past NA and EU, ad sales is difficult and with each new minute of additional watch time growth, your profitability is negative. And like YouTube, they can launch premium subscription products but I doubt anyone will pay for it. So they're kind of stuck in limbo with this monopolistic product that can't really grow anywhere :/
      May 2
    • Twitch / MktgPoor_AF
      @dropbox, the company is called mind geek, their office is pretty sleek and looks like any tech office. You basically tell people you're a machine learning engineer doing image recognition and video recommendation work.

      Way I think about it, Yt spends shit tons of money and still can't figure out a good enough of an algorithm to detect 18 plus content and rely on user reports to filter out content. Pornhub is not only able to detect what genre of porn something is, its working on ways to detect whether an actress appears too young and automatically flag for further checks. If YouTube can just acquire that entire training data and mark them all as inappropriate, I feel like they won't have a safety issue around porn anymore :/
      May 2
    • Twitch / ProductCP0
      Lol. You work in marketing and think it would be a good idea for YT to acquire Pornhub? ...
      May 2
    • Twitch / MktgPoor_AF
      First of all, I never said yt should acquire pornhub... I said in a hypothetical world, they should acquire the training data set that porn hub has such that they can better catch rogue adult content on YouTube.

      But now that I think about it some more, I'm sure there is a lot of synergies there. Just got to set up a shell company under another shell company and spin that off as a special purpose investment vehicle. Voila, you share network infrastructure, cross pollinate ideas for best search and recommendation algorithms.

      Like think about it, YouTube algo mostly sucks when it comes to surfacing content I want to see and I often spend 15 min browsing for the right video to watch. On the flip side, I last 3 min on pornhub... They're doing something a lot more right
      May 2
    • Twitch / ProductCP0
      Loled at 3 minutes. 😂 YT sucking at recs for you is probably a perception based on context. If you're horny and looking at porn, chances are massive portions of the PH catalogue would be satisfactory for giving you a hand in your intended task. Now, if you're looking to fill a non task oriented need for some ambiguous form of nonsexual entertainment, what works better than YT? Maybe Netflix, but the corpus of content is not even comparable.
      May 3
    • Twitch / Cust. Srv.
      BlackNigga

      TwitchCust. Srv.

      BIO
      I'm black as the night
      BlackNiggamore
      Nice pun on giving me a hand.

      That said, if im looking to fill my brain with brainless content and just start watching something to forget about time, I would go on tik tok. Heck, even fb watch is doing this better as you scroll through endless 12 second or short form videos that add up to an hour.

      Feel like youtuve should open home page to a live short video playing to start hooking the audience and then immediately play next short video after first video ends. At least on the mobile app.

      And as for porn, still think recommendation is better on pornhub than say xhamster which is like an irrelevant site these days
      May 4
    • Twitch / Eng
      Urgentpiza

      TwitchEng

      BIO
      I'm black as the night
      Urgentpizamore
      Hey @twitch. New start up idea

      What if we make a tik tok but for porn? 12 second quick videos of best moments from pornhub, catered to user preferences. Like cut out the search part, just make it direct to video content. If you like it, watch it, if not, flick up and go directly to next video.

      Half the time on pornhub is wasted on search. Why not cut that down and just allow ml to recommend you videos it thinks will get you off the fastest?
      May 4
  • Amazon potuslotus
    How about Stripe? New hub in Seattle, some of the best API’s there are and a core service for the payments world to work smoothly. They’re probably a few years out from going public but I’ve heard good things...

    Side note: is there a set number of years one has to be there before one would have to pay back money toward their vested RSU’s if they haven’t gone public? I’ve heard that some startups do that and it sounds risky for the employee
    May 213
    • Cruise Automation MNpz56
      Stripe is not going to grow that much anymore. They are a simple payment as a service. Ok we got it. But the business itself will not go to the moon
      May 2
    • Amazon potuslotus
      @anKW36 - what I’m asking is if the employee that leaves has to pay a back a bunch of money if their shares haven’t vested? I’m not familiar with how that works and I’m wondering if that makes it not really worth going to pre-IPO if they’re not that close to going public
      May 2
    • Amazon potuslotus
      @MNpz56...having interviewed there, I can safely say that is an incorrect assumption in business and employee base growth
      May 2
    • Zillow Group / EnganKW36
      No you don’t pay it back, but you won’t get them in the first place.

      The stock only really vests on liquidation. That can happen before or after you leave the company. But if they expire (regardless if you left or not), the RSUs are invalidated. This is how you don’t get taxed on them. Because it’s technically not income as they technically haven’t vested.

      Double-trigger is 1: vest and 2: liquidation.
      May 2
    • Amazon potuslotus
      Is there a higher tax on RSU’s acquired pre-IPO vs. tax on public RSU’s?
      May 2
    • Zillow Group / EnganKW36
      No, both are taxed as regular income. But getting $1m as a lump sum will be taxed in a far higher bracket than being acquired over several years, as it is in public companies.
      May 2
    • Zillow Group / EnganKW36
      But if you’re referring to why, new grads at companies like Stripe can easily end up with over $100k a year in stock. Having to pay tax on that without being able to use the liquidity can be brutal. You’d need to find another way to pay for it, like out of your base salary.
      May 2
    • Amazon potuslotus
      So if someone gets granted 10k RSU’s at a private company, are you saying they are taxed when those shares vest even if the company has yet to go public?

      That makes zero sense if that is the case
      May 3
    • Zillow Group TKact2345
      Yes. Pre-IPO RSUs are considered income by the IRS, no different from post-IPO RSUs. That is why no startups offer regular RSUs to employees. They either offer options (ISOs or NQSOs) or double-trigger RSUs.

      The fact that something isn’t liquid or tradable on given markets, doesn’t mean much in terms of taxation.

      Source: have worked at several early-stage and late-stage startups, where I have received both RSUs and ISOs.

      You can also read more here: https://blog.visor.com/equity/ipo-tax-implications-stock-options-and-rsus/
      May 4
    • Amazon potuslotus
      Very helpful, thank you. I’m pretty positive Stripe is a double trigger RSU which is where my offer is coming from. They are likely 2-3 years away from IPO which sounds like could have some big tax implications with a lot of vested stock. So, if they pay me 100k more in cash to leave Amazon over 3 years (300k) but then I get him with a huge tax bill when they IPO I’m guessing that with Amazon stock appreciation and a big tax bill that I’d net out the same or less on TC after it’s all said and done. Am I missing something? Seems like going to a promising startup that pays well is almost not worth the financial risk if the taxes will be so huge. Also sounds like pushing for as much on base and bonus is best (no brained I know)
      May 4
  • Nvidia kingalaric
    can you defer knowing the answer for a few years?
    May 23
    • Lol. Then there would be no benefit knowing the answer
      May 2
    • Amazon TheAmazone
      Woosh
      May 2
    • Facebook / Eng
      baldnshort

      FacebookEng

      PRE
      Facebook
      baldnshortmore
      Some people sell their brains on eBay
      May 2
  • Quantcast tt8675309
    I'm surprised no one said epic or unity in gaming
    May 211
    • TowerJazz qton2
      Yeah. No.
      May 2
    • Northrop Grumman HowCouldYu
      Okie see you soon!!!!!!!!!!
      May 2
    • Flexport FLEXYY
      What app is that?
      May 2
    • Northrop Grumman HowCouldYu
      Its called “Okie see you soon!!!!!!”
      May 2
    • Unity / Biz Devfrdiemrcry
      Dianapp
      May 2
    • Autodesk swe-talker
      Their Q1 2019 revenue is lower than Q1 2018 🙄
      May 2
    • Facebook chromeo
      Diana is pretty cute. Anyone have her number?
      May 2
    • WeWork sad
      Nice flex
      May 2
    • Airbnb GkDX06
      Weird flex but OK.
      May 2
    • Northrop Grumman HowCouldYu
      Hey guys it’s Diana here, just wanted to say: “OKIEEE SEE YOU SOON!!!!”
      May 3
  • New / Data
    ternaryBit

    NewData

    PRE
    IBM
    BIO
    Technology geek in Data Mining space, helping businesses get meaningful insight in data oceans.
    ternaryBitmore
    This one
    May 21
    • Apple / Eng
      iHateFruit

      AppleEng

      PRE
      Apple
      iHateFruitmore
      It is a cutting edge high-tech firm out of the Midwest awaiting imminent patent approval on the next generation of radar detectors that have both huge military and civilian applications. Now, right now, John, the stock trades over-the-counter at 10 cents a share. And by the way, John, our analysts indicate it could go a heck of a lot higher than that. Your profit on a mere $6,000 investment could be upwards of $60,000!
      May 4
  • New AsYK38
    Flexport, robinhood, coinbase, actually have no idea about any others.
    May 211
    • Facebook Chris Box
      That sucks, I thought that might be a good one. Gotta monetize those Millennial day traders
      May 2
    • Uber ubdfbc
      They should do what wealthfront does as well and they’d be in better shape
      May 2
    • Segment / EngVWdG45
      Where did you heard that @kpcalm?
      I'm interviewing with them next week...would be dope to know xD
      May 2
    • Susquehanna International / EngKristaps11
      I think Gemini has a better roadmap to a sustainable business than Coinbase.
      May 2
    • eBay Hshdjek
      What about ripple?
      May 2
    • OpenDoor cyIwb3
      Opendoor
      May 2
    • Snapchat lullerina
      What’s it like at Opendoor?
      May 2
    • Twitch NoTurbo
      I heard opendoor is a shit show.
      May 2
    • Autodesk swe-talker
      Weirdly SoFi now does all that Robinhood does (and a bit more). I see them as having some upside!
      May 2
    • Cerner pfdP78
      Run far away from ripple
      May 3
  • Deloitte / HRFHAs14
    Crypto is staling. There is no main stream use case.
    May 26
    • Facebook doesn‘t think so...
      May 2
    • LinkedIn / Productgassoup
      They are idiots then. Blockchain has zero future.
      May 2
    • Flagged by the community.

    • Flagged by the community.

    • Amazon OlAl28
      I feel like I deserve half your likes for setting you up like that
      May 2
    • Uber 4x intern
      There you go, 3 likes.
      May 2
  • Ticketmaster nLxN77
    impossible foods
    May 21
    • Western Digital SanDisk
      When they can get cost to below real meat, and cheap fast food gradually start blending and substitute it for real meat.
      May 10
  • Amazon фoo
    Not Hot Dog
    May 30
  • Albertsons rvUd7211
    Myspace
    May 21
    • Intuit ZeroSnark
      Pfft...No one will breach AOLs moat
      May 2
  • SAP Man
    SisLovesMe
    May 20
  • LinkedIn / Productgassoup
    I think Confluent might have a pretty good exit
    May 20
  • Amazon RealMike2
    Oracle Cloud
    May 25
    • Salesforce 0121
      Yeah we know about salesforce.
      May 2
    • Google Awlj82
      You mean Google Cloud 😔
      May 2
    • IBM kGFsIb3
      You mean IBM Cloud 😭
      May 2
    • Oracle Cloud=SAP Cloud=Marketing gimmicks with no actual cloud or innovation, for that matter
      May 2
    • Workday AxVI12
      You mean Workday
      May 2
  • Google aaaaaajhgg
    Set up a poll? Stats gives you better answer than sporadic random proposals
    May 20
  • LinkedIn / Eng🐖4️⃣
    The EV of startups is less than FANG
    May 26
  • Flagged by the community.

    • Amazon / Otheramzngap
      Respect bro! Just curious, are you from blore?
      May 2
    • Flipkart / Engsilentass
      You respect his?
      May 2
  • Pinterest VgKf53
    Sears
    May 21
    • IBM / Eng
      anothrAnon

      IBMEng

      BIO
      Install Gentoo
      anothrAnonmore
      Good post
      May 2
  • Google / Eng
    sqrt(-1)

    GoogleEng

    BIO
    Top Contributor or GTFO
    sqrt(-1)more
    Juicero
    May 30
  • Oracle cloud_123
    Pornhub
    May 22
    • New bzRF81
      with VR
      May 2
    • New / Mgmt
      enigHpwo

      NewMgmt

      PRE
      Oracle, AT&T
      enigHpwomore
      AR
      May 2
  • SAP Man
    Fake Taxi
    May 20
  • Amazon / EngpKlN71
    How about JUUL?
    May 21
    • Amazon / Engn0v
      Didn't altria buy most of it
      May 3
  • Yelp
    IC9000

    Yelp

    BIO
    IC7
    IC9000more
    Bibimbap
    May 21
    • Microsoft FromMars
      What is this? Korean food?
      May 2
  • Guidewire 1125pm
    Snowflake
    May 26
    • Nutanix NTXgo
      Nope. Not with the new CEO. He’s a arrogant moron.
      May 2
    • Panasonic Avionics / Sales
      Vaseline

      Panasonic AvionicsSales

      BIO
      I do sales. I sell stuff. It’s what I do.
      Vaselinemore
      Aren’t all big company CEOs arrogant morons? Is the new CEO especially arrogant and moronic?
      May 2
    • Nutanix NTXgo
      Yes. Listen to him for 10 min or less... full of shit and himself.
      May 2
    • New / Mgmt
      enigHpwo

      NewMgmt

      PRE
      Oracle, AT&T
      enigHpwomore
      Perfect leader in today's world... I mean look at our country
      May 2
    • New / Mktg
      hrWD33

      NewMktg

      PRE
      Oracle
      hrWD33more
      Snowflake is growing like crazy.
      May 2
    • New pl,.;
      Replacing tech-focused Muglia with cash-grab Slootman was huge mistake. Company must be in trouble *cough* RedshiftSpectrum *cough* and looking to cash in and bro down
      May 3
  • New / Mktg
    hrWD33

    NewMktg

    PRE
    Oracle
    hrWD33more
    Hashicorp??
    May 22
    • New AsYK38
      Will be acquired by dell or Microsoft
      May 3
    • New / Mktg
      hrWD33

      NewMktg

      PRE
      Oracle
      hrWD33more
      Microsoft I can see but why dell? And why not IPO?
      May 3
  • ZomboCom. Obviously

    https://html5zombo.com/
    May 20
  • Salesforce hdhdjen
    Databricks.
    May 22
    • SAP / EngDpQy78
      Why do you think so?
      May 2
    • Salesforce hdhdjen
      Their product is best in class and they are branching out into some things.
      May 3
  • Oracle / R&D
    stupidd

    OracleR&D

    PRE
    Walmart
    stupiddmore
    Credit Karma?
    May 21
    • Albertsons rvUd7211
      Ck is stalling, they have 25m cash flow on 500m revenue and aren't growing.
      May 2
  • Flexport FLEXYY
    Flexport :)
    May 24
    • Is the tech behind Flexport solve any complicated task?
      May 2
    • Flexport FWEB???
      Working on it as we speak
      May 2
    • Autodesk swe-talker
      Seems like Flexport is killing it in logistics and trade/customs.
      May 2
    • Google uzaname
      Not killing it and actually faces strong competition from incumbents, digitalizing asset owners, and soon-to-be Amazon platform. But I wish them all the best anyway. Just little margin to operate within.
      May 3
  • Facebook gd5wv9
    Cruise Automation
    May 31
    • Apple / Eng
      iHateFruit

      AppleEng

      PRE
      Apple
      iHateFruitmore
      Ha
      May 3
  • Autodesk swe-talker
    Unity seems like it’s expanding into construction, medical, automotive verticals and has big partnerships with Microsoft, Google and Facebook.

    I’d bet big on them.
    May 21
    • SAP Man
      Seems to be? They've been the standard in all those markets for years. DoD, too.

      What the fuck were you guys thinking with Stingray?
      May 2
  • Uber idkman
    Robinhood
    May 20
  • OpenDoor cyIwb3
    Opendoor!
    May 22
    • Airbnb GkDX06
      Didn't you guys get rid of your food program? RIP.
      May 2
    • Pinterest / Engdrogonpin
      Isn’t Zillow going to be threat now that they are entering home buying & selling business?
      May 2
  • Salesforce GDUe46
    Hashicorp
    May 31
    • Nutanix kDdg83
      I know they make them some great open source projects but do you know if they are making good money? Selling to enterprises is challenging for small companies.
      May 5
  • Facebook Recognized
    Blind
    May 20
  • Microsoft spark
    Convoy? It seems to be the next Uber in the Truck driving business though
    May 26
    • Amazon FgYv82
      Until Amazon launched freight deliveries
      May 2
    • Facebook 6charHash
      They've managed to get some good hype but not sure if they're executing well enough to deliver.
      May 2
    • Uber PRGC34
      Convoy came first. Uber is the next Uber in the truck driving business
      May 2
    • Groupon / Engsleepy
      It’ll be uber freights if Amazon doesn’t try to scale.
      May 2
    • Convoy / Ops
      rNmC38

      ConvoyOps

      PRE
      Convoy
      rNmC38more
      Yay for Convoy lol
      May 2
    • KeepTruckin dyLo25
      .
      May 2
  • Uber ekAN14
    Snowflake
    May 21
  • Cerner pfdP78
    Cannabis & crypto
    May 30
  • MySpace
    May 20
  • Okta doll$h
    Okta!
    May 37
    • Albertsons rvUd7211
      Most of these are tiny niche companies, no way to get to FAANG size. ElasticSearch and splunk have a chance I think because text search is a very general problem.
      May 3
    • Apple / Eng
      iHateFruit

      AppleEng

      PRE
      Apple
      iHateFruitmore
      ElasticSearch is such a pain in the ass to use
      May 3
    • Albertsons rvUd7211
      But Kibana is sex
      May 3
    • Okta doll$h
      Splunk has a lot of competition
      May 3
    • Albertsons rvUd7211
      No it really doesnt, there's datadog and lots of small scale things, BigQuery and so forth, but besides Google i would say that Splunk is #2 in terms of Enterprise search. Sumo logic is just elk. I don't think anything else does a large range of formats in real time in a fast, automated way like Splunk does, and the SaaS model at other companies is labor intensive and doesn't scale.
      May 3
    • Albertsons rvUd7211
      And it's like 90% chance FAANG will just acquire all these companies anyway, but if that doesn't happen then those are the top ones.
      May 3
    • AIG / Product
      Raging

      AIGProduct

      PRE
      Deloitte Digital
      BIO
      Counseling CxOs for AI-first strategy !
      Ragingmore
      Agreed
      May 4
  • Adobe MichaelJF
    Databricks and Segment
    May 34
    • New / Mktg
      hrWD33

      NewMktg

      PRE
      Oracle
      hrWD33more
      I think Salesforce will buy segment
      May 3
    • Databricks / Data
      data4u

      DatabricksData

      PRE
      500 Startups
      data4umore
      Just come in has Manager or higher lol
      May 3
    • Adobe MichaelJF
      I hope Salesforce buys Segment :-)
      May 3
    • AIG / Product
      Raging

      AIGProduct

      PRE
      Deloitte Digital
      BIO
      Counseling CxOs for AI-first strategy !
      Ragingmore
      Amazing focus by these companies.
      May 4
  • Microsoft TrueHero
    How about Uipath?
    May 24
    • Amazon OlAl28
      Keep seeing their billboards everywhere. Not sure how sold I am on robotics
      May 2
    • Facebook / Eng
      alterego2

      FacebookEng

      PRE
      Microsoft
      BIO
      nice eng
      alterego2more
      They have solid engineers joining their ranks
      May 2
    • Amazon OlAl28
      Doesn't mean the business is sound or "antifragile"
      May 2
    • Facebook / Eng
      alterego2

      FacebookEng

      PRE
      Microsoft
      BIO
      nice eng
      alterego2more
      True, on the antifragility there are few business doing that, and mostly not in tech
      May 2
  • Uber / Productzvnt81
    KeepTruckin
    May 22
    • Uber hpcu24
      Hi Jai
      May 2
    • Move
      rgrgegrhj

      Move

      BIO
      H
      rgrgegrhjmore
      Really? So I should actually go for that interview?
      May 2
  • Uber
    Py32$

    Uber

    PRE
    Uber, Google
    Py32$more
    Juicero 2
    May 22
    • Glassdoor yo0oy
      Return of the Juicero
      Juicero strikes back
      Juicero end game
      Back to the Juicero
      May 2
    • Disney tralala
      Juice Fast Juice Furious
      May 2
  • Flexport pCez15
    Flexport
    May 31
    • Flexport df31s
      Taj Mahal!
      May 5
  • Microsoft / Eng
    Gehjiddrt6

    MicrosoftEng

    PRE
    Amazon
    Gehjiddrt6more
    Irctc
    May 30
  • JUUL
    May 20

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